Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
1,814
+800
+79% +$223K 0.04% 228
2025
Q1
$316K Sell
1,014
-1,746
-63% -$544K 0.05% 216
2024
Q4
$719K Sell
2,760
-1,712
-38% -$446K 0.06% 191
2024
Q3
$1.44M Buy
4,472
+257
+6% +$82.8K 0.13% 122
2024
Q2
$1.32M Buy
4,215
+2,553
+154% +$797K 0.13% 119
2024
Q1
$471K Buy
1,662
+62
+4% +$17.6K 0.05% 222
2023
Q4
$449K Buy
+1,600
New +$449K 0.05% 211